Thomas Patrick Porter
Investment adviser representative at Kairos
13 yearsExperience
1 stateRegistered in
$897.2MFirm assets
11 yearsFirm in business
Are you Thomas Patrick Porter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- KairosFeb 2026 to now
- Foreside Fund Services, LLCMay 2025 to now
- Kairos Investment Management Company, LLCMar 2025 to now
- Whittier Trust CompanyAug 2022 to Jan 2025
- AvantstayDec 2021 to Aug 2022
- Sundance BayAug 2021 to Dec 2021
- Crewe AdvisorsMay 2021 to Aug 2021
- Fidelity InvestmentsMay 2020 to May 2021
- Dunham TrustMay 2019 to Jan 2020
- The Ferraro GroupMay 2018 to Aug 2018
- University of Utah, David Eccles School of BusinessAug 2017 to Apr 2020
- Blu Group LLCMay 2017 to Aug 2017
- Bishop Manogue Catholic High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kairos
Legal name: Kairos Investment Management Company, LLC
$897.2MAssets managed
15Clients
1Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7257001
- Firm CRD
- 161321